Experience

Joe is a partner in Citrin Cooperman’s Commercial Tax Services Practice with over 25 years of experience in public accounting, focusing on audit, accounting, tax, and business consulting services.

Joe works closely with clients across a variety of industries, with a strong emphasis on trade and construction. He is recognized for his practical, results-driven approach, helping clients optimize tax strategies, navigate complex financial challenges, and ensure compliance. Joe’s deep industry knowledge and focus on tailored, actionable solutions make him a business insight resource. By building strong client relationships, he delivers guidance that minimizes tax liabilities, enhances operational efficiency, and supports long-term business success. He has managed both audit and tax engagements, providing balanced reporting and addressing each client’s unique needs. The advisory services Joe has provided extend to mergers and acquisitions, forecasting, bank financing, and business succession planning, offering clients comprehensive support for their growth and financial planning during all points of their company’s lifecycle.

Previously, Joe was a partner in LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026.